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Vanguard Small-Cap ETF
VB

Overview Fund Activity

1,528 hedge funds and large institutions have $21.2B invested in Vanguard Small-Cap ETF in 2022 Q3 according to their latest regulatory filings, with 77 funds opening new positions, 699 increasing their positions, 509 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,528
Holders Change
-17
Holders Change %
-1.1%
% of All Funds
26.42%
Holding in Top 10
172
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+1.78%
% of All Funds
2.97%
New
77
Increased
699
Reduced
509
Closed
70
Calls
$11.3M
Puts
$3.81M
Net Calls
+$7.45M
Net Calls Change
+$2.59M

Top Buyers

1
PFO
Pathstone Family Office
New Jersey
+$66.9M
2
CTB
Country Trust Bank
Illinois
+$39.4M
3
CSIA
Charles Schwab Investment Advisory
California
+$31.1M
4
1832 Asset Management
1832 Asset Management
Ontario, Canada
+$27.9M
5
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
+$25.6M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$703M
2
OWM
Orgel Wealth Management
Wisconsin
-$188M
3
CIAS
CBIZ Investment Advisory Services
Ohio
-$53.5M
4
Wells Fargo
Wells Fargo
California
-$48M
5
State Street
State Street
Massachusetts
-$41.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
826
Windsor Wealth Management
Indiana
$1.05M +$44.3K +252 +4%
IAG
827
Investment Advisory Group
Massachusetts
$1.05M -$4.1K -24 -0.4%
CPA
828
Cardiff Park Advisors
California
$1.05M +$79.2K +463 +8%
CT
829
Colonial Trust
South Carolina
$1.05M +$1.05M +6,117 New
RWM
830
Refined Wealth Management
Utah
$1.04M -$2.56K -15 -0.2%
CWM
831
Cabot Wealth Management
Massachusetts
$1.03M – – –
STB
832
S&T Bank
Pennsylvania
$1.03M – – –
WPC
833
Waters Parkerson & Co
Louisiana
$1.02M +$43.1K +252 +4%
RWG
834
Regal Wealth Group
California
$1.02M +$708 +4 +0.1%
VNA
835
Valley National Advisers
Pennsylvania
$1.02M +$598K +3,314 +142%
AWA
836
Alta Wealth Advisors
Massachusetts
$1.02M -$28.2K -165 -3%
CPP
837
Capasso Planning Partners
South Carolina
$1.02M +$43.4K +254 +4%
TA
838
Tiedemann Advisors
New York
$1.01M – – –
OWA
839
Outlook Wealth Advisors
Texas
$1.01M -$41.5K -243 -4%
KTA
840
Keeley-Teton Advisors
Illinois
$1.01M -$6.83K -40 -0.7%
OBGC
841
O'Brien Greene & Co
Pennsylvania
$995K +$663K +3,880 +200%
BCA
842
Bay Colony Advisors
Massachusetts
$990K +$52.5K +307 +6%
SWM
843
Soundmark Wealth Management
Washington
$989K +$403K +2,356 +69%
GC
844
Gibson Capital
Pennsylvania
$987K – – –
BIA
845
Bell Investment Advisors
California
$987K +$204K +1,194 +26%
FBFS
846
First Business Financial Services
Wisconsin
$980K – – –
CWM
847
Circle Wealth Management
New Jersey
$980K – – –
RRA
848
Round Rock Advisors
Connecticut
$980K +$170K +997 +21%
DI
849
Disciplined Investments
Oklahoma
$975K -$8.03K -47 -0.8%
TCPWM
850
Traverso Chambers Private Wealth Management
California
$971K – – –
32 33
34
35 36